Settings and activity

126 results found

1. Group protection

   5 votes

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

2. Display kanban by case not client

   67 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

3. Allow advisers to update client's employment status

   11 votes

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   planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

4. Mothers maiden name on the fact find

   12 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

5. term

   9 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

6. Add option for Unencumbered properties

   33 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

7. Mailchimp and automation

   22 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

8. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

   5 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

9. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

   6 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

10. Existing Cover auto created from Completed Protection cases

    8 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  May 13, 2024

11. Pull Through both applicants to Ignite when sourcing

    3 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  May 13, 2024

12. Affordabilty Assessment within Smartr - Mortgage Broker Tools

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole shared this idea  ·  Apr 25, 2024

13. Stop inviting clients to HomeBuyer when already onboarded with Smartr365

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    6 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 25, 2024

14. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

15. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

16. Show more information on Employment page

    30 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

17. Automatically move Employment details From Existing to History on Employment change

    44 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

18. Recording Non-Indemnity Earnings

    6 votes

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    under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

19. Mortgage Annual Review

    3 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole shared this idea  ·  Feb 2, 2024

20. Multiple FactFind Applicants

    132 votes

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    planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Frankie Cole commented  ·  Dec 23, 2023  ·  Edit…  ·  Delete…

    Can we also just add one applicant and the system have the ability for the client to add additional applicants to the case themselves?

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    Frankie Cole supported this idea  ·  Apr 3, 2023